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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,711 | $60,442-82.3% | $96,754-88.9% | $87,485-87.8% |
| Participation rate | 92.3% | 58.7%+33.6pp | 70.3%+22.0pp | 68.9%+23.4pp |
| Annual return | 20.93% | 21.97%-1.0pp | 82.04%-61.1pp | 26.06%-5.1pp |
| Employer contribution / active EE | $1,531 | $1,691-9.5% | $2,679-42.9% | $2,596-41.0% |
| Participant deferral / active EE | $3,139 | $3,280-4.3% | $4,758-34.0% | $4,274-26.5% |
| Admin fee / account holder | $559 | $5,069-89.0% | $8,905-93.7% | $7,775-92.8% |